WI
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Westbourne Investments’s Realty Income O Stock Holding History

Westbourne Investments’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$914K Buy
14,750
+600
+4% +$37.4K 0.37% 69
2026
Q1 		$866K Buy
14,150
+6,590
+87% +$413K 0.41% 64
2025
Q4 		$426K Buy
7,560
+1,700
+29% +$98.4K 0.2% 97
2025
Q3 		$340K Buy
5,860
+880
+18% +$51.3K 0.16% 93
2025
Q2 		$287K Sell
4,980
-320
-6% -$18.1K 0.15% 108
2025
Q1 		$307K Buy
5,300
+200
+4% +$11.1K 0.19% 106
2024
Q4 		$272K Buy
+5,100
New +$297K 0.16% 102

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westbourne Investments's O Position: Q2 2026 in Review

Westbourne Investments increased its Realty Income (O) stake by 4.2% in Q2 2026, buying an estimated $37.4K and bringing the position to 14,750 shares worth $914K. The position accounts for 0.37% of the portfolio, ranked #69.

Westbourne Investments first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Westbourne Investments held 14,750 shares of Realty Income worth $914K as of Q2 2026.
  • Westbourne Investments bought 600 Realty Income shares in Q2 2026, an estimated $37.4K.
  • Realty Income made up 0.37% of Westbourne Investments's portfolio in Q2 2026, its #69 holding.
  • Westbourne Investments first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.